Team and permissions

Overview

In Team you can invite other professionals to collaborate with you on your clients, useful as you grow and need help with coaching. A team needs a plan that includes members; without one, the page shows the plan that unlocks it.

Invite a member

1. In Team, if you don't have a team yet, click Create team, give it a name, and confirm with Create.
2. Click Invite and choose Direct Invite to send by email or Share Link to generate a link. The button only shows while your plan has free seats.
3. Under Specialty, choose the member's role, if applicable, and review the suggested permissions.
4. Under Customize by area, adjust access by area and action before you click Send invitation or Generate link.
5. An email invite stays Pending until the person accepts and expires after 7 days. A link can only be used by one person and also expires after 7 days.

Permissions and tasks

When customizing, you set what each member can do in each area (Clients, Workouts, Nutrition, Payments, Chat, and others) with actions like view, create, edit, or assign. The team also has a Tasks board (To do, In Progress, Done) to organize the work.